sd_AgencyOSTM

One seamless solution to manage your workload, people and profitability.

One hub to manage all operations — agency & client teams

  • New Business
  • Scopes and Estimates
  • Project Management
  • Resourcing and Timesheeting
  • Financial Tracking
afg
This is the agency software I've always envisioned - one solution totally connecting work and clients from pipleline to delivery”
Dawn Terrazas - AFG& - Executive Group Managing Director
Agency1
Agency2

Visualized workflows

Visualized workflows simplify project management ensuring everyone is aligned and moving faster.

mullenlowe_small
Screendragon is helping MullenLowe deliver on it's 'hyper-bundled' customer offering

Smart briefing

Smart forms guide users on what they need to fill in and automatically route data to the right people at the right time.

Marketing5
Agency4

Utilize all your resources

Find and allocate resources based on availability and skill sets. Capacity planning dashboards highlight bottlenecks now and predict future resourcing needs.

geometry
We can now capacity plan and better align our resourcing to incoming workload”
Angela Burton - Geometry EVP, North American Operations

Manage costs and profitability

Real-time tracking of costs against approved budgets. Provide early warning data to help keep project finances healthy.

Agency5
Agency6

Build scopes and predict future revenues

Create professional estimates for existing clients and prospects. Integrate scopes into pipeline planning to forecast revenues and resourcing needs.

Scheduling and task management

All the power of MS Project but a lot simpler to use. Create task lists, dependencies, and visual Gantt charts. Prepopulate timelines based on past project schedules.

Agency7
Marketing6

Super efficient content production

Create your own proofing, review and revision workflows to help ensure on-brand compliance. Automated decision-making audit trails means there is no more trawling through emails to consolidate feedback.

Agency9

Client service excellence

Deliver a new level of service to clients. Automated project status reports and client digital approval dashboards will keep your clients engaged and informed.